JP Morgan Chase & Co

JP Morgan (JPM-N) vs Bank of America (BAC-N) – He holds both of these companies. JP Morgan (JPM-N) is a preferred holding for him as its earnings are less volatile of the two. Bank of America (BAC-N) is second on his list, which carries a large amount of “free balances” (client deposits they pay no interest on), which is very interest rate sensitive.

JP Morgan (JPM-N) vs Bank of America (BAC-N) – He holds both of these companies. JP Morgan (JPM-N) is a preferred holding for him as its earnings are less volatile of the two. Bank of America (BAC-N) is second on his list, which carries a large amount of “free balances” (client deposits they pay no interest on), which is very interest rate sensitive.

He thinks they are the best positioned financial institution and is well diversified. The can perform many types of lending and loans. It has a large presence in Europe and is very competitive. He prefers them over European banks. Yield 1.9%. (Analysts’ price target is $120.08 )

He thinks they are the best positioned financial institution and is well diversified. The can perform many types of lending and loans. It has a large presence in Europe and is very competitive. He prefers them over European banks. Yield 1.9%. (Analysts’ price target is $120.08 )

Strong in investment banking, trading and primarily retail banking. Like Bank of America, they will be returning capital to shareholders through buybacks. Will benefit from rising interest rates. (Analysts' price target is $119.98.)

Strong in investment banking, trading and primarily retail banking. Like Bank of America, they will be returning capital to shareholders through buybacks. Will benefit from rising interest rates. (Analysts' price target is $119.98.)

This is a well-managed, large US bank that is well-valued at this level. They expect it to grow with the rapid (3%) growth of the US economy. She thinks they can grow its market share. (Analysts' price target is 119.98$).

This is a well-managed, large US bank that is well-valued at this level. They expect it to grow with the rapid (3%) growth of the US economy. She thinks they can grow its market share. (Analysts' price target is 119.98$).

Just reported today, and the numbers were very strong. That speaks to the strength in the US economy and their ability to continue to grow earnings. Hopefully, higher rates in 2018 will bode well for them. Their corporate investing was very strong. Pays a nice 2.5% dividend. Prefers Bank of America (BAC-N), but if you own this, that's a great call.

Just reported today, and the numbers were very strong. That speaks to the strength in the US economy and their ability to continue to grow earnings. Hopefully, higher rates in 2018 will bode well for them. Their corporate investing was very strong. Pays a nice 2.5% dividend. Prefers Bank of America (BAC-N), but if you own this, that's a great call.

He loves US banks in general. The outlook for US financials for 2018 is that there are a lot of positive things happening. Rising interest rates are very good for banks and their net interest margins. Deregulation is going to alleviate some of the cost pressures. Also, it looks like tax reform is getting to be a closer reality. This is trading at only 13-14 times earnings. You get paid a nice dividend, and they are buying back shares.

He loves US banks in general. The outlook for US financials for 2018 is that there are a lot of positive things happening. Rising interest rates are very good for banks and their net interest margins. Deregulation is going to alleviate some of the cost pressures. Also, it looks like tax reform is getting to be a closer reality. This is trading at only 13-14 times earnings. You get paid a nice dividend, and they are buying back shares.

Sell and move into Bank of America (BAC-N)?Both are a play on the US economy and capital markets. Of the 2, she would tend to stick with J.P. Morgan, which she feels has a better management team in place. Both will participate if markets continue to do well.

Sell and move into Bank of America (BAC-N)?Both are a play on the US economy and capital markets. Of the 2, she would tend to stick with J.P. Morgan, which she feels has a better management team in place. Both will participate if markets continue to do well.

Banks are taking a breather now. The spread between 2 year and 10 year yields are very, very low. Because of this, the yield curve has flattened, which isn’t an environment where banks do well. However, these are very, very healthy companies. Thinks the banks are a good choice.

Banks are taking a breather now. The spread between 2 year and 10 year yields are very, very low. Because of this, the yield curve has flattened, which isn’t an environment where banks do well. However, these are very, very healthy companies. Thinks the banks are a good choice.

It is an excellent vertically integrated financial services company: capital markets, retail banking and wealth management well. The valuation is on the higher end today but is a good long term hold. He would be more interested at 10 times earnings.

It is an excellent vertically integrated financial services company: capital markets, retail banking and wealth management well. The valuation is on the higher end today but is a good long term hold. He would be more interested at 10 times earnings.

He has been trimming his position because it has been doing quite well. It pays a nice dividend and they recently reported a good quarter. It is a little more expensive than it used to be. It is at 13 times forward earnings and it reflects the benefits of reducing regulation and rising interest rates. Some of that good news is priced in. He has reduced his position size to some extent.

He has been trimming his position because it has been doing quite well. It pays a nice dividend and they recently reported a good quarter. It is a little more expensive than it used to be. It is at 13 times forward earnings and it reflects the benefits of reducing regulation and rising interest rates. Some of that good news is priced in. He has reduced his position size to some extent.

(A Top Pick November 22/16. Up 28%.) This could be another Top Pick today, if he hadn’t chosen it 3 times in the past year. Financials will benefit from a reflation cycle, probably for 5-6 years. US financials are trading at about 1X their BV, and have traded as high as 3X in the past. The best bank in the US.

(A Top Pick November 22/16. Up 28%.) This could be another Top Pick today, if he hadn’t chosen it 3 times in the past year. Financials will benefit from a reflation cycle, probably for 5-6 years. US financials are trading at about 1X their BV, and have traded as high as 3X in the past. The best bank in the US.

(Top Pick Oct 17/16, Up 44%) Financials are a big weighting for him. There is a multiyear theme in financials ahead of us. He likes capital markets and net interest margins growing for most of the banks. The US banks are one by one starting to break out of consolidations after the election last year.

(Top Pick Oct 17/16, Up 44%) Financials are a big weighting for him. There is a multiyear theme in financials ahead of us. He likes capital markets and net interest margins growing for most of the banks. The US banks are one by one starting to break out of consolidations after the election last year.

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